What are the responsibilities and job description for the Operations Support Specialist position at WealthPlan Group?
WealthPlan Group is seeking an Operations Support Specialist to provide administrative support and ensure operational efficiency. The ideal candidate will be responsible for managing client interactions, maintaining accurate records, and processing financial paperwork.
Key responsibilities include:
- Managing client interactions and resolving client issues
- Maintaining accurate records and processing financial paperwork
- Coordinating marketing efforts and developing marketing materials
This part-time position requires 30 hours of work per week. Requirements include excellent communication skills, attention to detail, and the ability to work independently.
